BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Arax Advisory Partners

· CIK 0001586767
13F Portfolio $15.1B AUM 5,207 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1528 New 3279 Added 216 Reduced 88 Exited
Page 165 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3281 AESI ATLAS ENERGY SOLUTIONS INC Energy 2,946.0 $49K +3K +6751.2% $16.61 -22.6%
3282 JAMES HARDIE INDS PLC 1,867.0 $49K NEW $26.18
3283 SXI STANDEX INTL CORP Industrials 136.0 $49K -27.0 -16.6% $359.27 -16.9%
3284 PDFS PDF SOLUTIONS INC Technology 690.0 $49K NEW $70.79 -36.7%
3285 ORN ORION GROUP HLDGS INC Industrials 2,892.0 $49K NEW $16.82 -44.9%
3286 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 3,661.0 $49K NEW $13.28 -17.7%
3287 BLES NORTHERN LTS FD TR IV 1,017.0 $48K $47.67 +4.9%
3288 MRTN MARTEN TRANS LTD Industrials 2,792.0 $48K +3K +4632.2% $17.35 -17.2%
3289 NRC NRC HEALTH Healthcare 2,245.0 $48K +2K +8534.6% $21.57 +1.3%
3290 AARD AARDVARK THERAPEUTICS INC Healthcare 8,374.0 $48K +8K +10000.0% $5.76 +0.5%
3291 THRY THRYV HLDGS INC Communication Services 12,213.0 $48K NEW $3.94 -51.8%
3292 APOG APOGEE ENTERPRISES INC Industrials 1,052.0 $48K +1K +5744.4% $45.74 -11.8%
3293 FPEI FIRST TR EXCH TRADED FD III 2,493.0 $48K $19.29 -1.4%
3294 UVV UNIVERSAL CORP VA MTNS BK EN Consumer Defensive 919.0 $48K +896.0 +3895.7% $52.17 -12.3%
3295 EWU ISHARES TR 1,039.0 $48K -2K -70.3% $46.14 +5.2%
3296 SMDV PROSHARES TR 622.0 $48K NEW $77.03 -0.5%
3297 CGEM CULLINAN THERAPEUTICS INC Healthcare 2,625.0 $48K +2K +650.0% $18.21 +19.2%
3298 EXPI AGNT INC Real Estate 8,835.0 $48K +9K +10000.0% $5.41 -12.6%
3299 OFLX OMEGA FLEX INC Industrials 1,522.0 $48K +1K +828.0% $31.39 -14.0%
3300 BFS SAUL CTRS INC Real Estate 1,277.0 $48K +1K +1750.7% $37.39 -11.0%
Page 165 of 261  ·  5,206 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.1%
Financial Services 22.7%
Industrials 12.8%
Healthcare 8.8%
Energy 7.7%
Consumer Cyclical 7.2%
Consumer Defensive 4.3%
Communication Services 4.2%
Utilities 2.8%
Real Estate 2.2%